Investor Strategy: Rollercoaster Published by RWL on May 07, 2025 Policy uncertainty rocked markets in April, and more recently easing policy pressures has enabled markets to materially recover. This highlights the danger of reacting to policy news, as it can change very quickly. Could it ratchet up again, for sure... Read more
Market Ethos - Corrections come in different shapes and sizes Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Apr 29, 2025 Corrections, or periods of market weakness, experience similar paths from correction to trough to recovery. But every correction is somewhat different. The variance in duration and depth of corrections isn’t the most challenging aspect of investing. The... Read more
Market Ethos - On again, off again Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Apr 22, 2025 It’s pretty easy to characterize U.S. policy announcements over the past month as a bit of a Jekyll-and-Hyde scenario. Some days, the good Dr. Jekyll shows up, but on any given day, Mr. Hyde may show up. Markets don’t like Mr. Hyde. This policy uncertainty... Read more
Market Ethos - Making sense of nonsense Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Apr 15, 2025 Diversification is still important; it’s a message we try to reiterate as often as possible during times like these. This doesn’t just apply to stocks and bonds but to the entire allocation of diversifiers. It’s important to have some bonds, and duration... Read more
Market Ethos: Push it to the Limit Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Apr 08, 2025 Well, that was a week. In financial markets, knowing when to hold steady amid chaos often separates success from failure. The lyrics to the song “Push it to the Limit” ring true: “Push it to the limit, walk along the razor’s edge, but don’t look down... Read more
Investor Strategy: Facts vs feelings Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Apr 03, 2025 We believe an overreaction may occur in the coming months from economic data softness. This level of uncertainty is causing behaviours to change for consumers and companies. This may start manifesting in the data going forward. It is already evident in... Read more
Market Ethos - Question Time Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Mar 25, 2025 In any given month, there are many questions from advisors and investors, and not surprisingly there is some overlap. So, from time to time, we will use Market Ethos to provide relatively succinct answers to some of these questions. Click HERE to access... Read more
Market Ethos - Markets dislike the flip flop Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Mar 13, 2025 Is this not becoming exhausting? Tariffs on, delayed, on again, softened for autos/agriculture then all delayed again. Our sympathy goes out to the liquor store staff that have to keep removing and restocking the bourbon. It would appear the market is... Read more
Market Ethos - It’s not what you say – it’s how you ask Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Feb 26, 2025 Artificial intelligence (AI) has clearly been a dominant market, economic and workflow theme over the past few years following the proliferation of large language models (LLMs). Some believe it will change our world, others believe it is simply another... Read more
Market Ethos - Opportunity knocks Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Feb 19, 2025 Nobody knows what the market will do next. But sometimes a market can over or under react, creating opportunities where the odds are in your favour. We share our views on the current year in which we expect much more modest overall market returns but... Read more